Southern Company (SO)vsWEC Energy Group Inc (WEC)
SO
Southern Company
$93.98
+0.69%
UTILITIES · Cap: $104.54B
WEC
WEC Energy Group Inc
$113.08
+0.92%
UTILITIES · Cap: $36.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 202% more annual revenue ($29.55B vs $9.80B). WEC leads profitability with a 15.9% profit margin vs 14.7%. WEC appears more attractively valued with a PEG of 2.49. WEC earns a higher WallStSmart Score of 60/100 (C+).
SO
Buy54
out of 100
Grade: C-
WEC
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-252.5%
Fair Value
$26.66
Current Price
$93.98
$67.32 premium
Margin of Safety
-245.9%
Fair Value
$32.71
Current Price
$113.08
$80.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Areas to Watch
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
Expensive relative to growth rate
Earnings declined 32.5%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book. Revenue growth of 10.1% demonstrates continued momentum.
Bull Case : WEC
The strongest argument for WEC centers on Price/Book, Operating Margin. Profitability is solid with margins at 15.9% and operating margin at 21.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : WEC
The primary concerns for WEC are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
SO profiles as a value stock while WEC is a mature play — different risk/reward profiles.
WEC carries more volatility with a beta of 0.53 — expect wider price swings.
WEC is growing revenue faster at 11.1% — sustainability is the question.
WEC generates stronger free cash flow (-905M), providing more financial flexibility.
Bottom Line
WEC scores higher overall (60/100 vs 54/100), backed by strong 15.9% margins and 11.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Southern Company
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.
WEC Energy Group Inc
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
WEC Energy Group, based in Milwaukee, Wisconsin, provides electricity and natural gas to 4.4 million customers across four states.
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